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Index

Roles Tab Users Section

 
Use this section to create roles and assign users to them.
 
Roles Tab Users Section
1

Delegate/Replace User Button

1. Delegate/Replace User Button
Clicking this button opens the Delegate/Replace User Dialog. If a user is highlighted in the tree before this button is clicked the user is pre-loaded in the dialog.
2

Users Tree

2. Users Tree
This is a tree view of active users. Click on a user in the tree, drag it to the Roles table, and drop it on a role to assign the user to that role for the selected level  (see Select Level Bar).
3

Edit Button

3. Edit Button
4

Add Button

4. Add Button
5

Delete Button

5. Delete Button
6

Refresh Button

6. Refresh Button
7

Layouts Button

7. Layouts Button
8

Locked Checkbox

8. Locked Checkbox
If this box is checked and read-only it means that the role cannot be reassigned at the current level. If you are creating the role at the current level and check this box the role cannot be reassigned at a lower level. See Select Level Bar and Role Manager for more information.
9

Level Field

9. Level Field
Read only. This field is assigned by PMWeb and is dependent on the current level when you create the role. See Select Level Bar and Role Manager for more information.
10

Role* Field

10. Role* Field
Required. Use this field to edit the name of the role. If the Lock checkbox is checked and read only you cannot rename the role at the current level.
11

User* Field

11. User* Field
Required. Use this field to assign users to roles at the selected level (see Select Level Bar).
 
You can assign users to roles by either:
  • Selecting a user from the dropdown list in this field when the line is in edit mode
  • Dragging a user from the tree on the left and dropping it on this field when the line is not in edit mode
 
If the Lock checkbox is checked and read only you cannot assign a user to the role at the current level. If you drop a user on a locked role this message is displayed:
 
"Locked roles from a higher level cannot be edited."
12

Delegate Field

12. Delegate Field
Read only. If a user assigned to one of the roles in the table has an active delegation, the user they delegated to will be displayed here.